Caldwell Trust’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
15,485
-146
|
|
||||
|
2025
Q1 | $1.75M | Sell |
15,631
-1,868
|
|
||||
|
2024
Q4 | $2.07M | Sell |
17,499
-1,531
|
|
||||
|
2024
Q3 | $2.3M | Sell |
19,030
-617
|
|
||||
|
2024
Q2 | $2.3M | Buy |
19,647
+577
|
|
||||
|
2024
Q1 | $2.24M | Sell |
19,070
-2,162
|
|
||||
|
2023
Q4 | $2.2M | Buy |
21,232
+419
|
|
||||
|
2023
Q3 | $1.97M | Buy |
20,813
+595
|
|
||||
|
2023
Q2 | $1.78M | Sell |
20,218
-944
|
|
||||
|
2023
Q1 | $1.75M | Buy |
21,162
+1,858
|
|
||||
|
2022
Q4 | $1.92M | Buy |
19,304
+682
|
|
||||
|
2022
Q3 | $1.6M | Buy |
18,622
+801
|
|
||||
|
2022
Q2 | $1.71M | Buy |
17,821
+936
|
|
||||
|
2022
Q1 | $2M | Buy |
16,885
+1,310
|
|
||||
|
2021
Q4 | $1.69M | Buy |
15,575
+1,653
|
|
||||
|
2021
Q3 | $1.46M | Buy |
13,922
+2,937
|
|
||||
|
2021
Q2 | $1.13M | Buy |
10,985
+1,757
|
|
||||
|
2021
Q1 | $841K | Buy |
9,228
+3,583
|
|
||||
|
2020
Q4 | $441K | Buy |
5,645
+653
|
|
||||
|
2020
Q3 | $317K | Sell |
4,992
-1,691
|
|
||||
|
2020
Q2 | $407K | Sell |
6,683
-1,016
|
|
||||
|
2020
Q1 | $401K | Sell |
7,699
-804
|
|
||||
|
2019
Q4 | $797K | Buy |
+8,503
|
|